REMX: The Investment Thesis Gains An Unknown Trigger (Rating Upgrade)

I am upgrading VanEck Rare Earth and Strategic Metals ETF from hold to buy, citing renewed strategic momentum. REMX benefits from U.S. government investment in MP Materials and potential U.S.-Brazil rare earth cooperation, reducing reliance on China. Brazil's 23% share of global rare earth reserves positions REMX for upside if U.S. access improves, especially for robotics and AI.

Seeking Alpha • Dec 9, 2025

Rare Earth ETFs Gain Momentum Amid Arctic Metal Push

REMX jumps as global demand for rare earths surges and investors eye Arctic resources amid rising geopolitical interest.

Zacks Investment Research • Nov 21, 2025

Disruptive Theme of the Week: Debasement Themes

Wall Street excels at creating catch phrases. The latest one is the “debasement trade.

ETF Trends • Nov 5, 2025

Best ETF For The Critical Minerals Boom? Here Are Rare Earth Winners

A rush for critical minerals is underway, the backbone of electric vehicles, batteries and clean energy systems, with two U.S.-listed ETFs positioned in the center of it all: the VanEck Rare Earth And Strategic Metals ETF (NYSE:REMX) which is up more than 7% in the past month, and the Amplify Lithium & Battery Technology ETF (NYSE:BATT), which has gained 6% in the past month.

Benzinga • Oct 31, 2025

Ways To Cash In On Rare Earth Minerals Are In Plain Sight

You don't need to scour the ends of the globe to invest in rare earth minerals. ETFs can do the hard work for you.

Investors Business Daily • Oct 30, 2025

Interested in Rare Earth and Critical Minerals Stocks? You Might Consider Buying This ETF

The long-term supply-demand picture should be favorable for critical minerals and rare-earth elements, which should help boost stock prices of select companies. Mining stocks are particularly risky due to the very high cost and long process of developing and expanding mines.

The Motley Fool • Oct 27, 2025

Picking The Winners Of The U.S. Rare Earth Response

Critical minerals and rare earths are in focus as China tightens export controls, creating strategic risks and investment opportunities for Western supply chains. UCore Rare Metals (UURAF), Critical Metals Corp (CRML), USA Rare Earth (USAR), and Lynas Rare Earths (LYSCF) are highlighted as top picks poised to benefit from Western decoupling and potential DoD support. Broad exposure via ETFs like REMX or SETM is recommended for most investors, but selective stock picking in this sector could yield outsized returns.

Seeking Alpha • Oct 21, 2025

Rare Earth ETF (REMX) Hits New 52-Week High

REMX hits 52-week high, soaring 136% from its low as China export curbs spark U.S.-China tensions -- momentum could keep the rare metals ETF rising.

Zacks Investment Research • Oct 14, 2025

Here's Why These Metal & Mining ETFs Gained 7%+ Monday

Rare earth and lithium ETFs surged as U.S.-China trade tensions flared. ILIT, REMX, LITP and SETM jumped by double digits on Oct. 13, 2025 amid China's export curbs.

Zacks Investment Research • Oct 14, 2025

REMX: The Critical Materials Rally Will Continue

VanEck Rare Earth and Strategic Metals ETF is poised for a continued rally, driven by structural industry changes and government support. REMX benefits from U.S. policy shifts, falling interest rates, and geopolitical tensions with China, creating favorable conditions for rare earth miners. Government investments and price floors, particularly for companies like MP Materials, provide downside protection and market distortion advantages for REMX.

Seeking Alpha • Oct 13, 2025